Enum Reference¶

This page lists the valid string values for key enums used throughout Send Workbench configuration. These values appear in risk action displayCriteriaExpressions, kanban column configs, display restrictions, filter params, and anywhere else the platform matches config values against live risk data.

Using an incorrect value will silently fail to match — the condition will never evaluate to true, or the config will have no effect. Always copy values from this page rather than typing them from memory.

All values are sourced from the TypeScript enums in the workbench-ui source.

PlacingType¶

Used in: displayCriteriaExpressions, filterParamConfigs, enabledPlacingTypes in business class config, submission form display restrictions, and anywhere a placing type filter is needed.

Config value	Meaning
`BROKER_OPEN_MARKET`	Broker-placed open market risk
`CERTIFICATE`	Certificate risk (DUA)
`CLAIM`	Claim record
`CLAIM_CERTIFICATE`	Claim certificate (DUA)
`COVERHOLDER`	Coverholder record (DUA)
`DEC`	Declaration risk
`EMAIL`	Email/Smart Submission risk
`FAC_RI`	Facultative Reinsurance risk
`MASTER`	Master facility/contract risk
`OPEN_MARKET`	Standard open market risk
`SKELETON`	Skeleton risk (platform-generated placeholder)

Note

OPEN_MARKET is the value used in business class config (enabledPlacingTypes) and most display criteria. BROKER_OPEN_MARKET is used in specific broker-submitted contexts — confirm with your delivery lead if you are unsure which applies.

PlacingSubType¶

Used in: enabledPlacingSubTypes in business class config, display restrictions, and placing sub-type filter expressions.

Config value	Meaning
`BINDER`	Binder facility
`BINDING_AUTHORITY`	Binding authority master contract
`BOND`	Bond
`BULKING_LINESLIP`	Bulking lineslip
`CONSORTIA`	Consortia placement
`FACILITY`	Facility
`INBOUND_BORDEREAU`	Declaration submitted via inbound bordereau
`INDIVIDUAL_DEC`	Manually entered individual declaration
`MANUAL`	Manual placement
`MGA`	Managing General Agent placement
`NON_BULKING_LINESLIP`	Non-bulking lineslip
`OUTBOUND_BORDEREAU`	Outbound bordereau submission
`PROGRAM`	Program
`SCHEME`	Scheme
`SURETY`	Surety bond

RiskProcessingStatus¶

Used in: displayCriteriaExpressions, kanban column allowedRiskProcessingStatuses, bulk update banner display restrictions, Smart Submissions SLA config, and anywhere a status filter is needed.

Config value	Meaning
`APPROVAL`	Pending approval
`BORD_COMPLETE`	Bordereau complete
`BORD_INCOMPLETE`	Bordereau incomplete
`BORDEREAU_REVIEW_IN_PROGRESS`	Bordereau review in progress
`BOUND`	Risk is bound
`BOUND_NOT_BOOKED`	Bound but not yet booked in the system
`CANCELLED`	Risk has been cancelled
`COMPLETE`	Workflow complete
`CONTRACT_TCS`	Awaiting contract terms and conditions
`DECLINED`	Risk declined
`EMAIL_DECLINED`	Smart Submission email triaged as decline
`EMAIL_DISMISSED`	Smart Submission email dismissed
`EXPIRED`	Risk has expired
`LAPSED`	Policy has lapsed
`LOADED`	Risk loaded from an external source
`LOGGED`	Risk logged (initial creation)
`NO_LONGER_CURRENT`	Superseded by a newer version
`NON_BINDING_INDICATION`	Non-binding indication provided
`NOT_KNOWN`	Smart Submission not yet triaged
`NTU`	Not taken up
`PENDING_INFORMATION`	Awaiting additional information
`PRE_SUBMISSION`	Pre-submission stage
`PROCESSING_EMAIL`	Smart Submission email being processed by AI
`PROSPECT`	Prospect/early-stage opportunity
`QUOTE`	Quote in progress
`QUOTED`	Quote provided
`REVIEW`	Under review
`TRIAGE_P1`	Smart Submission triaged as High priority
`TRIAGE_P2`	Smart Submission triaged as Medium priority
`TRIAGE_P3`	Smart Submission triaged as Low priority
`UNSUCCESSFUL`	Unsuccessful placement
`WITHDRAWN`	Risk withdrawn
`WITHDRAWAL_PENDING`	Withdrawal requested but not yet complete
`WORK_IN_PROGRESS`	Work in progress

Smart Submissions statuses — only these five statuses appear on the Smart Submissions kanban board: NOT_KNOWN, TRIAGE_P1, TRIAGE_P2, TRIAGE_P3, EMAIL_DECLINED.

RiskType¶

Used in: displayCriteriaExpressions (e.g. $.riskType == 'MTA'), display restrictions, and anywhere risk type filtering is needed.

Config value	Meaning
`BACK_LOADED`	Back-loaded risk (bordereau/DUA)
`MTA`	Mid-term adjustment
`MTA_CANCELLATION`	MTA that results in cancellation
`NEW`	New risk submission
`RENEWAL`	Renewal of an existing risk
`VERSIONED`	Versioned risk (platform-managed version copy)

Common pattern

To show an action only on new risks: { "jsonPathExpression": "$.riskType", "operatorType": "EQUAL", "testValue": "NEW" }

To hide an action on renewals: { "jsonPathExpression": "$.riskType", "operatorType": "NOT_EQUAL", "testValue": "RENEWAL" }

UserRole¶

Used in: display restrictions (allowedRoles, excludedRoles), blockByRole feature flag restrictions, and anywhere role-based visibility filtering is configured.

See the full role reference on the User Roles page. The most frequently used values in config are:

Config value	Meaning
`UW`	Underwriter
`UWA`	Underwriting Assistant
`UWT`	Underwriting Technician
`RO`	Read-only
`DOC_ADMIN`	Document admin
`SC_FC`	Financial Crime team
`SC_FC_OPS`	Financial Crime team — ops
`SMART_SUBMISSION_ADMIN`	Smart Submissions admin
`TRIAGE_OPS`	Triage operations
`SUPER_ADMIN`	Super admin